Reconcile a partner's claim file
Upload a partner's claim file, let ClaimDS auto-match it against your agreements, and work only the variances that need a decision.
Reconciling a partner's claim file by hand means re-keying rows and tying out hundreds of lines to find the few that disagree. This tutorial shows the faster loop. To try it on realistic data, spin up the live demo.
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Step-by-step
Upload the claim file
Open the Reconciliation queue and upload the file your partner sent — the list of claims or deductions they are raising. ClaimDS reads it in as claim lines tied to that partner.
Let it auto-match
ClaimDS matches every claim line against the relevant agreement and your own transactions, then sorts them into two buckets — lines that Agree (nothing to do) and Variances (the lines that disagree on rate, quantity, period or value).
Work only the variances
For each variance you have the context in one place — the agreement, the applicable rate, the period and your numbers — so you can Accept, Adjust or Dispute it quickly. Every decision is recorded with its reason.
Settle what's agreed
Accepted and adjusted lines flow into settlement, and where a credit note is the instrument, into a GST-compliant document — no separate spreadsheet.
Want a hand setting this up?
Book a demo and we'll walk through it on your own data — or just talk to us.
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